NewEdge Advisors’s Procter & Gamble PG Stock Holding History

NewEdge Advisors’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54M	Sell	373,575 -2,621	-0.7%	-$397K	0.19%	106
2025 Q4	$53.9M	Buy	376,196 +50,954	+16%	+$7.51M	0.2%	96
2025 Q3	$50M	Buy	325,242 +35,217	+12%	+$5.5M	0.23%	86
2025 Q2	$46.2M	Buy	290,025 +7,289	+3%	+$1.19M	0.24%	88
2025 Q1	$48.2M	Buy	282,736 +11,693	+4%	+$1.96M	0.29%	72
2024 Q4	$45.4M	Buy	271,043 +19,018	+8%	+$3.24M	0.27%	70
2024 Q3	$43.7M	Sell	252,025 -1,185	-0.5%	-$201K	0.28%	77
2024 Q2	$41.8M	Buy	253,210 +13,785	+6%	+$2.25M	0.3%	62
2024 Q1	$38.8M	Sell	239,425 -15,570	-6%	-$2.44M	0.34%	58
2023 Q4	$38.1M	Buy	254,995 +34,878	+16%	+$5.17M	0.36%	62
2023 Q3	$32.1M	Buy	220,117 +20,431	+10%	+$3.12M	0.35%	72
2023 Q2	$30.3M	Buy	199,686 +13,939	+8%	+$2.1M	0.34%	80
2023 Q1	$27.9M	Sell	185,747 -1,500	-0.8%	-$214K	0.35%	74
2022 Q4	$14.7M	Buy	187,247 +13,840	+8%	+$1.94M	0.4%	51
2022 Q3	$21.9M	Sell	173,407 -4,083	-2%	-$580K	0.36%	68
2022 Q2	$25.5M	Buy	177,490 +24,812	+16%	+$3.73M	0.42%	57
2022 Q1	$23.3M	Buy	152,678 +16,755	+12%	+$2.62M	0.38%	63
2021 Q4	$22.2M	Buy	135,923 +72,122	+113%	+$10.7M	0.34%	65
2021 Q3	$8.92M	Buy	63,801 +1,823	+3%	+$258K	0.22%	103
2021 Q2	$8.36M	Buy	61,978 +6,365	+11%	+$861K	0.22%	99
2021 Q1	$7.53M	Buy	55,613 +3,664	+7%	+$478K	0.22%	103
2020 Q4	$7.23M	Sell	51,949 -39,942	-43%	-$5.58M	0.24%	101
2020 Q3	$12.8M	Buy	91,891 +1,826	+2%	+$242K	0.44%	60
2020 Q2	$10.8M	Buy	90,065 +9,100	+11%	+$1.06M	0.42%	66
2020 Q1	$8.91M	Sell	80,965 -1,477	-2%	-$177K	0.43%	64
2019 Q4	$10.3M	Buy	82,442 +7,340	+10%	+$898K	0.41%	60
2019 Q3	$9.09M	Buy	75,102 +37,688	+101%	+$4.45M	0.4%	69
2019 Q2	$4.1M	Buy	37,414 +1,612	+5%	+$172K	0.25%	102
2019 Q1	$3.73M	Buy	35,802 +3,665	+11%	+$357K	0.24%	102
2018 Q4	$2.95K	Sell	32,137 -4,261	-12%	-$381K	0.19%	112
2018 Q3	$3.03M	Sell	36,398 -1,197	-3%	-$97.9K	0.23%	104
2018 Q2	$2.94K	Buy	37,595 +6,774	+22%	+$510K	0.27%	93
2018 Q1	$2.39M	Sell	30,821 -1,934	-6%	-$161K	0.27%	89
2017 Q4	$3M	Sell	32,755 -2,186	-6%	-$197K	0.41%	63
2017 Q3	$3.22M	Buy	34,941 +4,061	+13%	+$370K	0.5%	53
2017 Q2	$2.69M	Buy	30,880 +1,315	+4%	+$116K	0.46%	58
2017 Q1	$2.66M	Sell	29,565 -3,066	-9%	-$272K	0.61%	53
2016 Q4	$2.74M	Buy	32,631 +9,108	+39%	+$776K	0.76%	45
2016 Q3	$2.11M	Buy	23,523 +2,837	+14%	+$246K	0.67%	49
2016 Q2	$1.75M	Buy	+20,686	New	+$1.7M	0.72%	40
2015 Q3	–	Sell	-8,876	Closed	-$694K	–	61
2015 Q2	$694K	Buy	8,876 +394	+5%	+$31.7K	0.59%	49
2015 Q1	$695K	Buy	+8,482	New	+$729K	0.5%	55

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewEdge Advisors's PG Position: Q1 2026 in Review

NewEdge Advisors reduced its Procter & Gamble (PG) stake by 0.7% in Q1 2026, selling an estimated $397K and leaving 373,575 shares worth $54M. The position accounts for 0.19% of the portfolio, ranked #106.

NewEdge Advisors first reported a position in PG in Q1 2015 and has held it in 42 quarters since. 3,991 funds tracked by Wall St. Rank hold PG as of Q1 2026.

NewEdge Advisors held 373,575 shares of Procter & Gamble worth $54M as of Q1 2026.
NewEdge Advisors sold 2,621 Procter & Gamble shares in Q1 2026, an estimated $397K.
Procter & Gamble made up 0.19% of NewEdge Advisors's portfolio in Q1 2026, its #106 holding.
NewEdge Advisors first reported a position in Procter & Gamble in Q1 2015 and has held it in 42 quarters since.
3,991 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.